J.W. Cole Advisors’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $712K | Hold |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $549K | Buy |
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